Weingard Wealth Management of Raymond James

04/04/2025

When I share that our practice has been with Raymond James for 30 years, people are always impressed - knowing that we could get paid handsomely to move to another firm while retaining our clients. They ask: What is it about Raymond James that you love so much?

The answer is simple: Clients come first

We're proud to be a part of a firm that shares our values.

A special thank you to:
1) OUR FELLOW FINANCIAL ADVISORS who share their input to help us improve our capabilities
2) RJ SENIOR MANAGEMENT who encourage that input and treat us, as Financial Advisors, as their #1 customer
3) OUR CLIENTS - thank you for your trust. This recognition would not be possible without you!

raymondjames.com

04/03/2025

Fantastic perspective in light of the uncomfortable energy stemming from the global tariff plan that was announced this week.

raymondjames.com

03/21/2025

"How Philanthropy Helps Establish Florida Residency"

Awesome article by our friend Jim Ballerano who we work closely with to help business owners and families relocate to Florida - often timing the move in advance of a full or partial sale.

ampproject.org

03/07/2025

We are proud to share Aron’s Forbes article "Unlocking 7 Secrets to Maximize Your Sale.”

forbes.com

01/22/2025

Learn how using 529 plans can help transfer wealth to future generations, reduce your estate taxes, and save for retirement.

raymondjames.com

06/17/2024

Nancy and Aron attended this year's Raymond James Chairman's Council for the firm's top Financial Advisors in Lausanne, Switzerland and Bordeaux, France.

Aron had the privilege of sharing my insights and experience, relative to 1) guiding business owners to sell their companies and 2) integrating investment banking, estate planning, tax mitigation, and financial planning.

Attending the 2024 Chairman's Council trip was such a memorable experience!

Here are some gems:

Photo 1: Aron speaking about business owner exit planning
Photo 2: Aron and Nancy at a winery, along with other top advisors and Raymond James senior leadership
Photo 3: Listening to Tom James. Our favorite part was when he spoke about his father, Bob James. He said that when his father sat down with clients, they could feel how much he cared

06/11/2024

The complexities of estate planning can seem daunting, but having your affairs in order is essential for protecting your goals and legacy.

www.raymondjames.com

06/05/2024

When love is in the air, it's important that you help your the future newly weds maintain a level head. Here's what they should be considering for their estate plan before getting married.

www.thinkadvisor.com

06/03/2024

Inflation makes it even more critical to achieve effective business cash management. Discover five strategies that can help business owners improve cash flow during any economic conditions.

www.raymondjames.com

05/31/2024

For business owners hoping to pass their franchise on to the next generation, it's important to implement a clear succession plan early. Learn how to get started:

www.raymondjames.com

05/29/2024

Does your business rely heavily on one vital contributor? What would happen if you lost that person? Learn how key person insurance can help you maintain continuity and protect your business.

www.raymondjames.com

05/28/2024

"What if?" Planning is important for everyone, but especially for a business owner. It is not just about what happens to the personal / family, but also, to the business.

Life insurance is a strategy that may be helpful for you and your business.

As a business owner, mitigating risk and preventing loss is a priority when planning your financial future. Here are a few of the ways that life insurance may be able to help you support and protect your business.

www.raymondjames.com